World

Asset owners are restructuring their portfolios to favour asset-intensive sectors in response to structural economic shocks and extreme equity market concentration.

China’s reorientation of exports is reshaping global trade dynamics, intensifying competition for ASEAN manufacturers while exposing structural weaknesses in Europe and deepening commodity dependence in Latin America.

A combination of government support, hyperscaler demand and a growing willingness among investors to share risk is transforming nuclear into an investable infra opportunity.

AsianInvestor's flagship Hong Kong event featured commentary from leaders in institutional and asset management.

The gap between capability and adoption is widening, and that gap is where near-term risk and opportunity live.

Panellists at the 21st Asian Investment Summit told investors to keep steady, avoid overreacting and build resilient portfolios.

Saudi Arabia’s PIF explores massive merger of transport assets; Indonesia’s Danantara to oversee natural resource exports to curb $150bn leakage; Philippines SWF posts income growth; and more.

The top-level meeting marks the first US presidential trip to China in nearly a decade, and signals potential shifts across Asian markets.

As institutional investors look to de-risk their private credit allocations, European infrastructure debt is emerging as a critical diversifier.

As early 2026 volatility drives AI valuations back to an attractive discount, Morningstar’s latest research highlights massive global fund inflows alongside a stark performance divide across Asian markets.

Investors are turning to the continent's essential assets as a defensive shield against global instability and energy price volatility.

GIC is doubling down on hyper-niche sector expertise and long-term thematic bets to grow in an increasingly fragmented market.